1.Captures form submission fields
Integrate Wix, data mapping tools, and CRM fields to capture submission payload and map core booking details.
Update lead and opportunity on cancelled booking form
Automatically monitor cancelled booking submissions across Wix and Close. Create and update when leads are created, custom activities are logged, and reps are alerted so you can correct pipeline visibility without manual reporting.
How this automation protects pipeline accuracy after cancellations
When cancelled bookings land in forms, delays can leave CRM pipeline out of date and sales acting on the wrong reality. This automation monitors Wix submissions and creates leads, logs custom activity, and updates lead and opportunity fields and alerts repsβso your team can respond with confidence.
Wixor swap with your favorite app
2.Finds or creates lead by email
Integrate Close and CRM matching tools to search by submission email and create a lead when no match exists.
Closeor swap with your favorite app
3.Creates custom activity on lead
Integrate Close and activity logging tools to create a custom Touch Point activity with tracking and UTM metadata.
4.Delays for 10 minutes
Integrate Delay by Zapier and workflow timing tools to pause before changing pipeline state.
Delay by Zapieror swap with your favorite app
5.Updates lead and opportunity fields
Integrate Close and pipeline rule tools to set cancelled status and write tracking id to the related opportunity.
6.Sends push notification to reps
Integrate Pushover and team alert tools to send a rep push with a lead link and one line reason.
Pushoveror swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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